高瓴资本持股数变化

股票代码	公司	2023 Q3	2023 Q4	2024 Q1	2024 Q2	2024 Q3	2024 Q4
VIPS	唯品会	198,600	198,600	198,600	14,806,000	15,720,322	14,880,002
BEKE	贝壳	30,665,445	29,224,568	29,181,868	23,172,330	10,868,688	11,261,276
YSG	逸仙电商			6,987,839	6,987,839	6,987,839	6,885,873
CTKB	Cytek	6,657,030	6,657,030	6,657,030	6,657,030	6,657,030	6,657,030
LEGN	传奇生物	6,436,533	5,984,550	5,984,550	6,636,496	6,636,496	5,984,550
IMAB	天境生物	6,909,220	6,909,220	6,909,220	6,909,220	6,909,220	5,980,568
ENFN	Enfusion	4,975,183	4,975,183	4,975,183	4,975,183	4,975,183	4,975,183
GOSS	GOSS	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041	4,974,041
BABA	阿里巴巴	2,030,447	1,220,618	143,900	5,379,448	8,827,600	4,887,300
AVBP	ArriVent BioPharma			3,929,117	4,484,672	4,484,672	4,484,672
EM	怪兽充电	3,949,700	3,949,700	3,949,700	3,949,700	3,949,700	3,949,700
BGNE	百济神州	5,176,906	5,176,906	5,176,906	5,176,906	5,176,906	3,804,406
PDD	拼多多	7,350,847	10,110,947	11,791,547	8,892,447	4,766,780	2,730,275
NTES	网易	149,700	149,700	149,700	1,385,814	2,588,943	2,588,943
API	声网						2,098,553
JD	京东	509,850	1,451,150	61,250	61,000	1,600,000	1,690,000
KNSA	KINIKSA PHARMACEUTICALS INTL				3,144,556	1,582,635	1,582,635
TUYA	涂鸦智能	1,599,700	1,599,700	1,564,400	1,564,400	1,564,400	1,564,400
WNS	WNS控股						1,531,466
FUTU	富途控股	80,000	80,000		716,089	1,051,089	1,118,303
BBIO	Bridgebio	2,782,750	1,391,240	1,367,489	1,390,653	1,023,950	1,023,950
BEDU	博实乐教育	988,143	988,143	988,143	988,143	988,143	988,143
PACB	Pacific Biosciences	918,892	918,892	918,892	918,892	918,892	918,892
TCOM	携程				1,384,642	1,774,432	913,842
MOGU	蘑菇街	847,510	847,510	847,510	847,510	847,510	847,510
MGX	METAGENOMI INC			777,768	777,768	777,768	777,768
SGMT	SAGIME	1,449,543	1,449,543	724,800	724,800	724,800	724,800
DADA	达达				600,000	600,000	700,000
CTNM	Contineum Therapeutics				669,337	669,337	669,337
SOHU	搜狐	731,800	731,800	713,400	713,400	713,400	510,484
ZTO	中通快递	1,350,926	814,524	654,524	36,300	3,003,008	435,927
PYXS	Pyxis Oncology	382,606	382,606	382,606	382,606	382,606	382,606
ALGS	ALIGOS THERAPEUTICS INC					76,247	76,247
LSB	LAKESHORE BIOPHARMA CO LTD						75,179
MOMO	挚文集团						53,590
TSM	台积电			98,100	66,800	19,395	42,588
YY	欢聚时代					30,000	30,000
RDGT	Ridgetech			20,167	20,167	20,167	20,167
UXIN	优信			19,156	19,156	19,156	19,156
DHR	丹纳赫	85,500	471,100	471,100	108,700	9,104	13,079
GE	通用电气			18,800	9,198	5,713	10,328
GEV	GE VERNOVA INC				9,606	7,746	7,826
MCO	穆迪		155,846	155,846	4,030	1,502	4,477
MSCI	MSCI明晟						3,650
TT	Trane技术				4,959	753	2,338
NMRA	NEUMORA THERAPEUTICS INC.	1,699,313	1,699,313
APP	Applavin			130,800	218,400
DDOG	Datadog	218,100	85,100
IQ	爱奇艺	142,500	142,500
TSLA	特斯拉	30,000
YSG	逸仙电商	751,790	751,790	751,790	751,790	751,790
ZK	ZEEKR INTELLIGENT TECHNOLOGY				145,000	145,000
AZN	阿斯利康				271,749
YMM	满帮	3,533,932	2,252,542	13,519
IMNM	IMMUNOME INC				107,626
CRM	Salesforce	908,637	747,537	462,137	96,358
VRT	Vertiv Holdings			38,200
AMAT	应用材料公司				9,074
HTHT	华住	2,433,083	935,920	935,920	568,613	568,613
RBLX	Roblox				110,800
RYZB	RAYZEBIO INC	1,395,716	1,062,383
AAPL	苹果			11,700	40,500
DQ	大全新能源	2,037,000
GOOGL	谷歌A				1,409
MU	美光科技			72,100	72,404
S	SENTINELONE INC				170,507
URA	GLOBAL X FDS			100,000	120,000	100,000
AXSM	AXSOME THERAPEUTICS INC	100,000
BZ	BOSS直聘	123,700	123,700	89,100	88,400
TMO	赛默飞世尔科技	31,952			18,400
V	维萨卡				7,553
AMAM	AMBRX BIOPHARMA INC	31,735
BMRN	拜玛林制药	114,042
QCOM	高通			3,000	15,100
ONON	昂跑	411,400	411,400	411,400	411,400
GOOG	谷歌C			58,900	69,724
MSFT	微软	801,700	729,400	692,100	20,837
TTWO	Take-Two互动软件	783,000	783,000	783,000
AVGO	博通			2,100	1,350
DASH	Doordash	2,666,763	1,032,763	583,463	247,912
PLTK	PlayTika	72,800	72,800
ALGS	Aligos	2,309,764	1,906,191	1,906,191	3,121,689
META	Meta			6,000	44,476	4,000
MDLZ	亿滋	441,688	370,188	196,288
SE	Sea Limited	174,800	174,800	174,800	174,800
YUMCw	百胜中国					665,863
ANET	Arista Networks			3,600	9,800
ATAT	亚朵	200,000	200,000	50,000
CEG	CONSTELLATION ENERGY CORP			300
ASML	阿斯麦			3,300	5,271
STVN	STEVANATO GROUP S P A				550,000
YSG	逸仙电商	34,939,200	34,939,200
CJJD	九洲大药房	403,334	403,334
FRO	FRONTLINE PLC				56,800
BIDU	百度	535,400	535,400	150,600		300,000
EXAS	EXACT SCIENCES CORP	197,894
MA	万事达				4,565
PYPLV	PayPal				27,453
ROIV	ROIVANT SCIENCES LTD	2,448,579
AMZN	亚马逊	802,000	811,900	822,900	41,700
CPNG	Coupang	2,580,700	2,217,800	1,071,500	436,514
GERN	GERON CORP				2,990,500
MRVL	迈成尔科技			59,500
SRZNW	SURROZEN INC	384,573			384,273
KWEB	中概 ETF					79,500
ARGX	argenx	16,765
CYBN	CYBIN INC				2,457,542
NVDA	英伟达			13,600	77,700
UXIN	优信	191,563	191,563
AKRO	AKRO	273,002
BCYC	BICYCLE THERAPEUTICS PLC				125,283
KNSA	Kiniksa	698,741		3,135,735
AMD	AMD			912,400
CDNS	铿腦电子				3,774

高瓴资本 · 按季度持股数量变化